Most likely you have heard of or are currently using a Client Relationship Management software program (CRM) but if you aren’t utilizing the features like automations, and streamlining your processes, you could be missing out on benefits to free-up capacity at your law firm.

What is a CRM?

A CRM is a software tool that allows you to manage and track all interactions with clients, referrals, and team members. A good CRM will free up your time, provide data in one digital, centralized location, remind you of upcoming appointments, and track tasks. Use a CRM to build trust and rapport, keep data up-to-date, retrieve status updates, and easily share information with your team. This tool incorporates the entire customer journey from data entry to case completion.

Legal CRM software allows attorneys to effectively manage and strategically engage with prospects in order to increase overall conversions. It also allows you to boost team efficiency and create better client experiences.

Advanced CRM’s can assist with custom intake forms, consultation and appointment reminders, assign tasks, generate leads, and personalize marketing campaigns.

Why use a legal CRM?

As an attorney, there is a lot that you do, and keep track of, on a daily basis. Don’t let your customers fall through the cracks. Invest in a CRM and keep track of everything in one location. Eliminate paperwork and manual labor and switch to a digital platform. You can keep track of phone calls, invoices, emails, and contact information. Also, maximizing the benefits of a CRM can potentially put you one step ahead of your competitors.

According to an Ackert survey, 78% of law firms use a CRM system.

As the study shows, about 84% of law firms saw an increase in their overall work efficiency using legal technology.

Examples of Legal CRM:

Lawmatics – Lawmatics is a legal industry-specific CRM. It includes law firm marketing automation software for capturing contact information, intake, and marketing. With built-in scheduling, file storage, and a good user experience, many of the features of Lawmatics make it a solid choice for law firms.

Lawmatics will also be joining us as a sponsor at our 2023 Summit! The Summit™ teaches established, growing, and innovative law firm owners how to dominate their markets through exclusive strategy, industry hacks, and fresh business practices. Lawyers of all backgrounds, niches, and experiences are signing up NOW to experience this unique event – and you can join them! Click HERE to learn more!

MyCase – Never think twice about where to find important case documents, messages, and contacts. From time tracking to collecting payment and everything in between, MyCase simplifies an otherwise complicated process with comprehensive end-to-end billing, saving your firm precious time month after month.

Salesforce – Salesforce is the customer company. They make cloud-based software designed to help businesses connect to their customers in a whole new way, so they can find more prospects, close more deals, and wow customers with amazing service.

Clio – Clio is a cloud-based practice management software specially made for law firms. It is designed to replace multiple different systems (document management, case management, accounting software, etc.) to streamline the technology you need. As a result, it will help you to manage your caseloads efficiently and conveniently.
Using a powerful CRM tool will help your law practice become more efficient as well as establish rapport and better relationships with your clients. It’s important to research which CRM is best based on the needs of your law practice.

Using a powerful CRM tool will help your law practice become more efficient as well as establish rapport and better relationships with your clients. It’s important to research which CRM is best based on the needs of your law practice.

• Author Details

Abbie Guerrero

Abbie Guerrero

Assistant Marketing Manager/Resource Advisor

Abbie joined the Atticus team in 2021 with more than a decade of digital marketing experience. She is results driven and has an extensive background in content creation, lead generation, understanding the customer development process, solving problems, and advertising. She is an expert at building relationships and sets high quality expectations. She loves to set and exceed personal and professional goals.

Abbie is currently the Resource Advisor for Atticus livestream webinars and workshops. In addition to her Resource Advisor role, she is the Assistant Marketing Manager. In this role she leads the strategy for digital marketing, creates content for weekly newsletters, all advertising campaigns and executes many ad hoc marketing projects.

Abbie has her bachelor’s degree in Marketing from Utah Valley University. She is a blogger and published author and enjoys spending time with her family in both Utah and California.